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WESPAC Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

WESPAC Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$591K Buy
+6,844
New +$588K 0.29% 101
2025
Q2 		– Sell
-18,088
Closed -$1.65M – 197
2025
Q1 		$1.65M Buy
+18,088
New +$1.61M 1.34% 10
2024
Q4 		– Sell
-18,374
Closed -$1.8M – 180
2024
Q3 		$1.8M Buy
18,374
+10,197
+125% +$983K 1.33% 17
2024
Q2 		$750K Sell
8,177
-2,163
-21% -$197K 0.59% 60
2024
Q1 		$978K Sell
10,340
-140
-1% -$13.2K 0.57% 58
2023
Q4 		$1.04M Buy
+10,480
New +$947K 0.72% 48
2023
Q2 		– Sell
-8,765
Closed -$932K – 131
2023
Q1 		$932K Buy
+8,765
New +$917K 0.88% 45
2022
Q3 		– Sell
-10,415
Closed -$1.2M – 104
2022
Q2 		$1.2M Buy
10,415
+2,096
+25% +$247K 0.91% 37
2022
Q1 		$1.1M Sell
8,319
-833
-9% -$115K 1.19% 29
2021
Q4 		$1.36M Buy
+9,152
New +$1.35M 0.91% 47
2020
Q4 		– Sell
-22,718
Closed -$3.71M – 157
2020
Q3 		$3.71M Buy
22,718
+9,181
+68% +$1.52M 4.59% 1
2020
Q2 		$2.22M Buy
+13,537
New +$2.23M 2.52% 6
2017
Q1 		– Sell
-1,840
Closed -$219K – 127
2016
Q4 		$219K Buy
1,840
+140
+8% +$17.5K 0.25% 99
2016
Q3 		$234K Sell
1,700
-16,388
-91% -$2.27M 0.26% 93
2016
Q2 		$2.51M Buy
18,088
+3,031
+20% +$400K 2.6% 4
2016
Q1 		$1.97M Buy
+15,057
New +$1.93M 2.45% 5

Other funds holding TLT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WESPAC Advisors's TLT Position: Q2 2026 in Review

WESPAC Advisors opened a new position in iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026: 6,844 shares worth $591K. The stake represents 0.29% of the portfolio and ranks #101 among its holdings. This is a return to the name: WESPAC Advisors previously reported a position in TLT as recently as Q1 2025.

WESPAC Advisors first reported a position in TLT in Q1 2016 and has held it in 16 quarters since. The position peaked at $3.71M in Q3 2020. 704 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

  • WESPAC Advisors held 6,844 shares of iShares 20+ Year Treasury Bond ETF worth $591K as of Q2 2026.
  • iShares 20+ Year Treasury Bond ETF was a new WESPAC Advisors position in Q2 2026.
  • iShares 20+ Year Treasury Bond ETF made up 0.29% of WESPAC Advisors's portfolio in Q2 2026, its #101 holding.
  • WESPAC Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q1 2016 and has held it in 16 quarters since.
  • WESPAC Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $3.71M in Q3 2020.
  • 704 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on WESPAC Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.